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Quickstart: Your First 15 Minutes

Follow these steps to create your first product, define a metric, and build a KPI tree — the three core activities in Valtrics.

Prerequisites​

  • A Valtrics account (sign up at valtrics.io)
  • Email address confirmed (check your inbox for the verification link)

Step 1: Create Your First Product​

Products are the central entity in Valtrics. Everything else — metrics, KPI trees, and P&L — connects back to a product.

  1. Navigate to Portfolio in the sidebar
  2. Click Add Product
  3. Fill in the product details:
    • Name: Enter your product name (e.g., "Mobile App")
    • Description: A brief summary of what the product does
    • Lifecycle Stage: Select the current stage (e.g., "Growth")
  4. Click Create

Your product now appears in the portfolio grid.

Step 2: Add Your First Metric​

Metrics are how you measure product performance. They can be anything from "Monthly Active Users" to "Customer Satisfaction Score."

  1. Open the product you just created
  2. Navigate to the Metrics section
  3. Click Add Metric
  4. Fill in the metric details:
    • Name: e.g., "Monthly Active Users"
    • Unit: Select the appropriate unit (number, percentage, currency)
    • Target: Set your goal value
    • Actual: Enter the current value
    • Time Period: Select the measurement period
  5. Click Save

Step 3: Build Your First KPI Tree​

KPI trees visually connect high-level business goals to the metrics that measure them. This is where Valtrics shines.

  1. Navigate to KPI Trees in the sidebar
  2. Click Create KPI Tree
  3. Enter a name for your tree (e.g., "Mobile App Growth")
  4. Link it to the product you created in Step 1
  5. You'll see a canvas with a root node — start building:
    • Click the root node, then Add Child
    • Enter the child KPI name (e.g., "New User Acquisition")
    • Continue adding children to break down your goal

A typical starter tree might look like:

Revenue Growth
├── New Customer Revenue
│   ├── Signups
│   └── Conversion Rate
└── Existing Customer Revenue
    ├── Retention Rate
    └── Upsell Rate
  1. Attach metrics to leaf nodes by clicking a node and selecting Add Metric in the detail panel.

Step 4: Explore Your Portfolio​

Go back to Portfolio to see your product in the grid view. Click on your product to see all its details — metrics, linked KPI trees, and lifecycle information.

As you add more products, the portfolio becomes a dashboard for your entire product organization.

What's Next?​

You've completed the basics. Here's where to go deeper:

Need help? Check our FAQ or contact support.